AI Data Capture uses artificial intelligence to extract data from common documents and automatically fill your Smart Forms—saving time and improving accuracy.
Important: This feature is currently in closed beta and available only to select accounts. You can join the waitlist here, but note that signing up does not guarantee participation.
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Contents
What Does AI Data Capture Do?
With AI Data Capture, you can add intelligent document requests to Smart Form questionnaires. These requests let you and your clients extract key information from common documents to update contact details and Smart Form data automatically.
Which AI Data Capture Document Request Are Available?
Our list of supported document types will continue to grow. Currently, you can add smart document requests for:
Passport
Green Card / LPR Card
EAD Card (Employment Authorization Document)
I-94
Adding AI Data Capture Document Requests
To use AI Data Capture, first add document requests to a Smart Form. Follow the steps below to set them up:
Within the Smart Form select the 2. Documents step at the top of the screen
Click the Create Document Request button
Select the AI Data Capture Document Request Type
Assign the AI Data Capture Document Request Type request to any of the contacts involved in the Smart Form
Click the Create Document Request button
![Smart Form _ Docketwise - Google Chrome 2024-12-31 14-56-34.mp4 [video-to-gif output image]](https://downloads.intercomcdn.com/i/o/q07v75s8/1317273623/ea9a02599a1eb365da62736da4e2/ezgif-5-552339356d.gif?expires=1757833200&signature=87c2b40f808c875051d87393cc2f9acb4e42b4378e8a0492107b0f8a880af804&req=dSMmEct5noddWvMW1HO4zTJ%2BGcopF%2B%2FWm9Mu16hnOGQO5F2pCXB9h2I3bU6b%0AGCblhgoDT%2FpRmWlbFns%3D%0A)
After adding a document request, it will appear under the contact’s questions in the Document subtab.
Using AI Data Capture
Once the document request is added, simply upload the document, review the data, and update the Smart Form and contact with the extracted information.
The steps below explain this process in more detail.
Uploading a Document
In order to upload a document, simply choose or drag and drop the file of your choice.
![Smart Form _ Docketwise - Google Chrome 2024-12-31 15-11-29.mp4 [video-to-gif output image]](https://downloads.intercomcdn.com/i/o/q07v75s8/1317285064/a0de74dc891a0e8e8fa72f66cd82/ezgif-2-ab253b959c.gif?expires=1757833200&signature=2aa18f7d6ffb1b260469d85b53abf92b3f70bf203eeae9e69316e76dc522a3ea&req=dSMmEct2mIFZXfMW1HO4zZ9PlbY4%2FFcXYVeSZFoWp76CbPTik6HlOsaiuuZh%0AyrHDzkrPbvjynDusF2w%3D%0A)
After the document is uploaded, it will be processed for data extraction and as soon as it is completed, you can review the information
Reviewing and Updating Information
To review the extracted information, click Review & Edit after the document finishes processing. This opens a modal with all extracted data for each field.
When reviewing, you can:
Edit fields before saving changes to the contact and Smart Form.
Ignore fields to omit updates for those specific fields when saving.
After reviewing (and making and edits or omitting certain fields), you can apply these changes to the contact & Smart Form.
Notes:
Only after clicking the Confirm & Import button, will the data be updated.
After clicking the Confirm & Import button for an I-94, a new US entry (period of stay) will be saved under that associated contact.
